You can import a template from a JSON file that you exported from Doc Designer. This saves you from rebuilding a design in each account and lets you reuse a design across transaction types. Only JSON files are supported.
Import a template
Before you start, export the template you want to import.
From the main menu, click Settings, then click Doc Designer.
Click the transaction type you want to import the template into, for example Invoices.
In the Document tab, drag and drop the JSON file onto IMPORT TEMPLATE, or click to select the file from your device.
If the import works, the new template appears in the Template Name drop-down menu. If the import fails, a red warning banner appears on the Doc Designer page.
Check your JSON file before you import
An import only works if the file meets these requirements:
The file contains the correct DocumentType for the transaction type you're importing into.
The file contains a unique LayoutName, which is the template name.
Every component in the file is available in the Toolbox of the transaction type you're importing into.
⚠️Important: Not every component is available in every transaction type. Check that all the components in your file exist in the Toolbox for the transaction type you're importing into.